Damian Palfini (CFP®)

Damian Palfini focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Tax Planning

Planning Specialties

We are a fee-only, Integrated Wealth Management firm offering Holistic Financial Planning, Investment Management & Tax Services for mid to high income earners with complex tax situations such as equity comp, crypto & self-employment income

Additional Information

Damian currently lives around Lake Tahoe, CA and spends most of his down time ski racing, mountain biking and/or trail running. He is a CERTIFIED FINANCIAL PLANNER™ professional, Registered Life Planner®, Certified Digital Asset Advisor (CDAA™) & CTEC Registered Tax Preparer (CRTP).

NAPFA Start Date

March 09, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

10266 Truckee Airport Rd Ste C Truckee, CA 96161 Phone: +1 (720) 238-0153